It is rumored that Wanda, Haier and LeTV will form a new company to plan to restructure the film and television industry ecological chain

A few days ago, the list of investors in an internal document written by Haier before a press conference in the social circle was posted on the circle of friends. The names of Wanda and LeEco actually appeared in it. There are rumors that the three do not rule out the possibility of joining hands to form a new company and restructure the ecological chain of the film and television industry.

In the past few days, reporters have been swept up by the list of investors in an internal document before Haier's press conference in the social circle! The names of Wanda and LeEco actually appeared in it, and there were even rumors among the people. The possibility of the three working together to form a new company and rebuild the ecological chain of the film and television industry does not rule out.

Will Wanda, Haier and LeEco form a new company?

From this circulated press conference process document, Wanda Investment and LeEco Investment appear on the investment list. In addition, many famous domestic companies and investment institutions will appear at this press conference, including Jingdong Finance, HNA Capital, etc. With so many capital parties gathered at once, it has always been confusing what specific major events will be launched at this press conference.

An industry source speculated that many capitalists will form new companies that span the three worlds of film, Internet and hardware products and connect online to offline. Is this the truth why Haier, Wanda, LeEco and even more Internet companies have gathered together? The reporter believes that it is not uncommon for Internet giants and front-line investment institutions to gather together to hold press conferences, but the truth behind this Haier press conference may bring disruptive changes to a certain industry.

Three major speculations: The Big Three will form a new company to restructure the film and television industry chain?

Whether it is the giants joining forces to form a new company to change the industry landscape, or whether the two sides seek to learn from each other's strengths in the field of self-seeking breakthroughs, the reporter feels that the following speculations deserve the attention of the industry.

1. Form a new company: Why did Haier, Wanda and LeEco hit it off?

It can include almost all front-line investment institutions and Internet giants in China. The most reminiscent thing is that Haier is expected to join hands with Internet and traditional industry giants to form a new company, similar to the previous establishment of new companies by Wanda, Baidu and Tencent.

So, allowing giants such as Haier, Wanda, and LeEco to sit at the negotiating table and discuss the formation of a new company seems to be the most effective event in the industry. Is there such a possibility for the three parties? The reporter believes that this probability is very high. Innovative products such as Xiaoshuai Cinema that Haier is successfully incubating internally have formed an ecosystem centered on mobile film and television from hardware sales, content operations, offline channels and derivative industries. However, what needs to be noted is that the domestic film and television field is currently fighting fiercely. Theater representatives led by Wanda and Internet video platforms represented by Le are all eating into consumers 'eye economy. According to Ma Wenjun, founder of Xiaoshuai Cinema, Xiaoshuai Cinema is committed to laying out the second theater line in distribution platforms and venues outside cinemas, such as homes, hotels, schools, high-end hospitals, etc., wherever there are white walls. "Rural Cinema","Smart Film and Television Hotels","Special Smart Movie Bars","Smart Home Cinema" and other places. These new industrial areas may change the pattern of the entire film and television industry chain.

Therefore, in order to promote the gathering of giants from multiple parties, there is a great reason for the three to hit it off.

2. Apply both soft and hard: LeTV and Haier are making big efforts to plan sports layout?

LeEco and Haier have reached strategic cooperation? It seems unbelievable that LeTV, which started in video, and Haier, which started in home appliances, have joined hands. However, after careful analysis, both sides intend to develop in depth.

First of all, LeEco has always regarded ecology and anti-transformation as its future layout, but it has been hindered in the TV field. In July 2015, LeEco received accountability from the China Securities Regulatory Commission, and admitted in a subsequent announcement that LeEco TV's near-cost-price sales method caused the company to suffer large losses and caused a significant drop in the profit and loss of minority shareholders. It is reported that the resulting loss reached 503 million yuan. In addition, TV sales have been showing a downward trend in China in recent years. In order to boost sales in this field, LeEco is also seeking diversified breakthroughs and looking for in-depth partners.

At the same time, the Xiaoshuai Cinema team, bred from Haier, was established in July 2015. As a new generation of Internet intelligent technology-based maker company, its products focus on the field of micro-projection and the direction of the second theater line in China. According to LeEco insiders, LeEco and Haier have actually had a preliminary understanding before, and both sides are relatively optimistic about cooperation. Value Brother believes that the cooperation between LeEco and Haier can spark fierce sparks through the continued wave of popular sports events. Previously, LeTV spent 2.7 billion yuan to buy the broadcasting rights of the Super League and announced that it had the broadcasting rights of more than 30000 games in more than 300 events around the world. These will have relatively broad market space in the field of Haier's hardware micro-investment.

3. Set sail to sea: Will Haier's globalization and Wanda's overseas layout be perfect?

According to data, after my country's movie box office exceeded the 10 billion mark in 2010, it steadily increased at a compound average annual growth rate of 34% every year, reaching 44.1 billion yuan in 2015, becoming the world's second largest film market after the United States. According to the latest data from the State Administration of Radio, Film and Television, the box office of China films in the first quarter of 2016 was approximately 14.4 billion yuan, a year-on-year increase of 48.5%. Based on this growth rate, my country's box office in 2016 is expected to exceed 60 billion yuan. Under the huge film market, there is a secret layout of strong alliances among giants. In June 2016, Enlight Media and Enlight Holdings and Meituan Dazhong Dianping completed a cross-share swap. The former two together held a 57.4% stake in Cat's Eye. This move has undoubtedly intensified the fierce fighting in domestic cinemas.

In addition, Wang Jianlin revealed the development goals for the new year at Wanda Group's 2015 annual meeting. In the film-related fields, Wanda Cinema Line plans to open 77 new studios and add 698 new screens (excluding mergers and acquisitions); Legendary Pictures plans revenue of 4.02 billion yuan. In order to achieve breakthroughs at home and abroad, Wanda Group tried massive overseas acquisitions. In July this year, Wanda Group's American movie theater line AMC Entertainment announced that it would spend 921 million pounds to acquire Odeon&UCI, Europe's largest movie theater line. Previously, Wanda also acquired AMC, the second largest movie theater line in North America, Hoyts, the second largest movie theater line operator in Australia, and Legendary Pictures. These are all gambling acquisitions in pursuit of transformation. The movie ticket + popcorn method can no longer satisfy Wanda's ambitions, nor can it make profits in this narrow field. For the broader market, especially the global market, Wanda and Haier have huge ambitions.

Therefore, whether it is Haier and Wanda's overseas ambitions, LeEco and Haier's software and hardware sports layout, or the three's reconstruction of the film and television ecological industry chain in the fields of TV, video and cinema, they may all give the industry huge surprises, but the future The development model is still worth our expectations.

Editor: yvette